A few notes before you start filling in the form.
Client Household Information Platform
CHIP gathers your household and financial details in one secure place. It's designed to be useful well beyond a single meeting — once your information is captured, you can keep it, update it, and reuse it whenever you need it.
Your information stays on your device. Nothing is uploaded or stored on a server — your data is sent only when you choose to send it.
Yes. Your work auto-saves in your browser as you type. You can also click Save Progress at the bottom of the form to download a draft file you can re-open from any device.
No. Skip anything you would prefer to discuss in person.
Yes. Click Save PDF to generate a clean document you can email, print, or file with your records. The PDF is professionally formatted and easy to share.
The form generates a single file that contains your information and any documents you uploaded. Your email application opens with the file ready to attach. You review it, attach it, and send.
Absolutely. Save a draft, return anytime, update what's changed, and generate a fresh PDF or send an updated submission.